Privacy Notice

In order to prepare tax returns or to perform other services that you have requested, I collect "nonpublic personal information" (hereafter referred to as "confidential information") from the following sources:

1) Information furnished by you, including tax documents, questionnaires and worksheets;

2) Information obtained from third parties whom you have authorized me to contact on your behalf, such as stockbrokers or attorneys; and

3) Information about you obtained in the course of performing services for other clients, such as your employer, family members or business associates.

I restrict access to your confidential information to those employees, associates or service providers with whom I maintain appropriate confidentiality agreements.

In accordance with the Gramm-Leach-Bliley Act and the related Federal Trade Commission (FTC) law, I shall not disclose to third parties any confidential information obtained in the course of performing services for you without your consent, except as such disclosure may be required by law, legal process, the standards of the profession, or as otherwise described in this notice. However, you should be aware that information in my possession is generally not protected by legal privilege.

I take reasonable steps to maintain physical, electronic and procedural safeguards with respect to your confidential information. However, I cannot guarantee the absolute safety of your information from such risks as fire, theft, computer failure or other circumstances beyond my control.

Potential clients and former clients are entitled to the privacy protections described in this notice.

If you have questions regarding this Privacy Policy, please call me at (714) 529-4711.